+433.3%
KLAC vs HPQ
+51.9%
+381.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.4% | -6.4% | -1.8% |
| 7D | -2.7% | +9.8% | -12.4% | -7.0% |
| 30D | -13.2% | +22.4% | -35.5% | -21.5% |
| 3M | -25.0% | +45.2% | -70.2% | -38.5% |
| 6M | +23.6% | +96.4% | -72.8% | -17.0% |
| YTD | +49.2% | +65.4% | -16.2% | +9.9% |
| 1Y | +89.3% | +31.6% | +57.7% | +58.4% |
| 3Y | +274.4% | +37.0% | +237.3% | +188.6% |
| All | +433.3% | +51.9% | +381.4% | +306.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HPQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling